市场调查报告书
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1466317
绿氢市场:按技术、再生能源来源、分销管道、应用划分 - 2024-2030 年全球预测Green Hydrogen Market by Technology (Alkaline Electrolyzer, Polymer Electrolyte Membrane (PEM) Electrolyzer), Renewable Source (Solar Energy, Wind Energy), Distribution Channel, Application - Global Forecast 2024-2030 |
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预计2023年绿氢市场规模为27.6亿美元,预计2024年将达37.6亿美元,2030年将达到288.9亿美元,复合年增长率为39.84%。
绿氢是使用可再生或低碳能源生产的,其排放明显低于未经碳捕获的石化燃料产生的氢。绿氢可作为一种多功能能源载体用于交通运输,适用于交通、工业和发电等各领域的各种应用。它可以直接用于燃料电池为汽车发电,或与捕获的二氧化碳结合以生产合成燃料。在钢铁和化学工业等需要高温热量的行业中,绿氢可以作为这些过程中传统使用的石化燃料的低排放气体替代品。由于对可再生能源的需求不断增长,绿色氢的需求不断增加。氨和化肥行业的製造商越来越多地采用绿色氢。绿氢的成长是由日益增长的环境问题和有关碳排放的法规所推动的。儘管处理和运输绿氢会带来安全问题,但政府投资和补贴正在鼓励使用无污染燃料。同时,世界各地正在进行广泛的研究和开发,以利用绿氢作为永续能源载体的潜力。随着技术创新的进步和生产成本的下降,绿氢有望在向低碳未来的过渡中发挥关键作用。
主要市场统计 | |
---|---|
基准年[2023] | 27.6亿美元 |
预测年份 [2024] | 37.6亿美元 |
预测年份 [2030] | 288.9亿美元 |
复合年增长率(%) | 39.84% |
碱性电解槽和固体高分子电解质膜(PEM)电解槽在技术大型计划中的优势
碱性电解槽是最成熟、普及的绿色氢气生产技术。使用碱性水溶液作为电解质,水被分解为其组成元素:氧和氢。这些系统透过含有氢氧化钾或氢氧化钠的水运行电流,在阴极产生氢气,在阳极产生氧气。碱性电解槽已在商业性使用了数十年,并具有多种优势,包括资本成本低、系统效率高、坚固耐用和使用寿命长。然而,它们需要大量设备才能实现最佳性能,并且对电流密度的变化很敏感。聚合物电解质膜(PEM)电解槽代表了绿氢技术的最新进展。这些系统利用固体聚合物薄膜取代碱性溶液作为电解质。 PEM电解槽由于电流密度较高而更加紧凑,并且对不断变化的负载条件具有更快的响应时间。 PEM技术具有高质子传导率、低透气渗透性和低质子交换膜厚度,可与太阳能、风能等间歇性再生能源来源灵活整合。此外,PEM电解槽无需额外的精製步骤即可产生更高纯度的氢气,这使得它们主要用于需要严格品质标准的应用,例如燃料电池汽车和工业流程。
再生能源来源:扩大太阳能和风力发电的使用提供了发电的弹性。
风力发电和太阳能产生用于电解和绿氢的电力风力发电是电解槽生产绿氢的重要再生能源来源。其间歇性可以透过能源储存和电网平衡技术来管理,以确保氢气生产的稳定电力供应。此外,太阳能也是一种重要的再生能源来源,电力源为绿色氢生产电解槽。晴天时太阳能产生的剩余电力可用于生产氢气,以便日后在能源储存解决方案的帮助下使用。太阳能的容量係数会根据位置、一天中的时间和天气条件而变化。
配电管道:透过大型工厂内管道的普及,提高输电的便利性
管道是运输天然气等气态物质的既定传统方式。使用管道运输绿色氢气需要新的基础设施或对现有天然气管道进行改造。这种方法的优点是远距单位运输成本低,并且可以连续供应且供应中断最少。但在资金投入方面,新管道或维修现有管道都需要大量的前期投资。货运利用轮船、卡车、火车等运输工具来运输绿氢。例如,液态有机氢载体(LOHC)技术已成为传统压缩和液化氢储存方法的替代方案,因为与高压储存槽相比,它需要更少的能源并降低运输成本。然而,货运通常需要定期加油和维护,营运成本较高。
应用:更多采用绿氢能源用于发电和运输
绿氢有效融合光伏、风力发电等可再生能源发电技术,用于发电领域的电网平衡和储电。透过以氢气混合燃料取代燃气涡轮机和复合迴圈发电厂中的天然气,我们将使电力生产脱碳。绿氢正在成为多种交通方式的一种有前途的替代燃料,包括汽车、巴士、卡车、火车、船舶,甚至飞机。在交通运输应用中,氢用于燃料电池电动车(FCEV)和氢内燃机汽车(HICEV)。 FCEV 使用氢气并排放水蒸气,使其成为零排放车辆,有助于对抗空气污染和减少交通部门的碳排放。透过利用绿氢的潜力,我们可以提供低碳解决方案,将发电和运输产业转变为更永续的未来,并为缓解气候变迁做出贡献。
区域洞察
欧洲和美洲的绿氢生产正在取得进展。近年来,这两个地区都增加了对绿氢生产的投资和清洁能源政策的进步。绿氢研究和开发的进步使绿氢更具成本效益并且广泛应用。欧盟在采用绿氢方面尤其积极。欧盟委员会已将绿色氢作为其绿色交易政策的关键要素,为再生能源来源的使用制定了雄心勃勃的目标,并支持愿意投资绿氢技术的公司。此外,一些欧洲国家已经制定了生产和利用这种能源来源的具体策略,并投入大量资源来促进其成长。在美洲,加拿大、墨西哥、智利和巴西等国家正在重点探索绿氢的潜力。加拿大正在大力投资基础设施,利用太阳能和风能等可再生能源发电,然后利用电解技术生产绿氢。印度和中国在氨和化肥生产中采用绿氢的情况显着增加。对永续成长的承诺正在推动整个开发中国家的转变,以根据全球气候目标减少温室气体排放。此外,我们还看到主要行业相关人员之间进行了一些值得注意的合作,以利用绿氢技术提供的市场潜力。其他重要的合作关係重点体现在研发工作和商业规模部署策略。
FPNV定位矩阵
FPNV定位矩阵对于评估绿色氢市场至关重要。我们检视与业务策略和产品满意度相关的关键指标,以对供应商进行全面评估。这种深入的分析使用户能够根据自己的要求做出明智的决策。根据评估,供应商被分为四个成功程度不同的像限:前沿(F)、探路者(P)、利基(N)和重要(V)。
市场占有率分析
市场占有率分析是一种综合工具,可以对绿氢市场供应商的现状进行深入而深入的研究。全面比较和分析供应商在整体收益、基本客群和其他关键指标方面的贡献,以便更好地了解公司的绩效及其在争夺市场占有率时面临的挑战。此外,该分析还提供了对该行业竞争特征的宝贵见解,包括在研究基准年观察到的累积、分散主导地位和合併特征等因素。详细程度的提高使供应商能够做出更明智的决策并制定有效的策略,从而在市场上获得竞争优势。
1. 市场渗透率:提供有关主要企业所服务的市场的全面资讯。
2. 市场开拓:我们深入研究利润丰厚的新兴市场,并分析其在成熟细分市场的渗透率。
3. 市场多元化:提供有关新产品发布、开拓地区、最新发展和投资的详细资讯。
4. 竞争评估和情报:对主要企业的市场占有率、策略、产品、认证、监管状况、专利状况和製造能力进行全面评估。
5. 产品开发与创新:提供对未来技术、研发活动和突破性产品开发的见解。
1. 绿氢市场规模及预测如何?
2.在绿氢市场的预测期内,有哪些产品、细分市场、应用和领域需要考虑投资?
3.绿氢市场的技术趋势和法规结构是什么?
4.绿氢市场主要厂商的市场占有率是多少?
5. 进入绿氢市场的适当型态和策略手段是什么?
[193 Pages Report] The Green Hydrogen Market size was estimated at USD 2.76 billion in 2023 and expected to reach USD 3.76 billion in 2024, at a CAGR 39.84% to reach USD 28.89 billion by 2030.
Green hydrogen is made using renewable energy or low-carbon power sources; it exhibits significantly lower emissions than hydrogen derived from fossil fuels without carbon capture. Green hydrogen can be reserved and transported as a versatile energy vector for various applications across different sectors, including transportation, industry, and power generation. It is used directly in fuel cells to generate electricity for vehicles or combined with captured CO2 to produce synthetic fuels. In enterprises such as steel and chemical manufacturing, where high-temperature heat is required, green hydrogen can serve as a low-emission substitute for fossil fuels traditionally used in these processes. Green hydrogen is experiencing increased demand due to the growing need for renewable energy resources. Manufacturers in the ammonia and fertilizer industry are increasingly adopting green hydrogen. The growth of green hydrogen is driven by mounting environmental concerns and regulations on carbon emissions. While safety concerns are associated with handling and transporting green hydrogen, government investments and subsidies are promoting the use of clean fuel. Along with these, extensive research and development efforts are underway worldwide to harness the potential of green hydrogen as a sustainable energy carrier. As innovation continues to drive technological advancements and reductions in production costs, green hydrogen is expected to play a pivotal role in the transition toward a low-carbon future.
KEY MARKET STATISTICS | |
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Base Year [2023] | USD 2.76 billion |
Estimated Year [2024] | USD 3.76 billion |
Forecast Year [2030] | USD 28.89 billion |
CAGR (%) | 39.84% |
Technology: Pertaining advantage of alkaline and polymer electrolyte membrane (PEM) electrolyzers in large-scale projects
Alkaline electrolyzers are the most established and widespread technology for green hydrogen production. They split water into its constituent elements, oxygen, and hydrogen, using an alkaline solution as the electrolyte. In these systems, a current is passed through water containing dissolved potassium hydroxide or sodium hydroxide, leading to hydrogen gas formation at the cathode and oxygen gas at the anode. Alkaline electrolyzers have been commercially used for decades and offer several advantages, including low capital costs, high system efficiency, robustness, and extended operating lifetimes. However, they require large-scale installations for optimal performance and can be sensitive to variations in current density. Polymer electrolyte membrane (PEM) electrolyzers represent a recent advancement in green hydrogen technology. These systems utilize a solid polymer membrane as an electrolyte instead of an alkaline solution. PEM electrolyzers are more compact due to their higher current densities and exhibit faster response times to changes in load conditions. PEM technology has high proton conductivity, lower gas permeability, and lower proton exchange membrane thickness and allows flexible integration with intermittent renewable energy sources such as solar and wind power. Furthermore, PEM electrolyzers produce higher-purity hydrogen gas without requiring additional purification steps, majorly employed for applications requiring stringent quality standards, such as fuel cell vehicles or industrial processes.
Renewable Source: Growing uses of solar and wind energy sources providing operational flexibility in electricity generation
Wind and solar energy generate electricity used in electrolysis to produce green hydrogen. Wind energy is a crucial renewable source for electrolyzers producing green hydrogen, as its intermittent nature can be managed through energy storage and grid-balancing technologies to ensure a stable electricity supply for hydrogen production. Moreover, solar energy is another significant renewable source used to power electrolyzers for green hydrogen production. Excess solar power generated during sunny periods can produce hydrogen for later use with the help of energy storage solutions. Solar energy capacity factors vary depending on location, time of day, and weather conditions.
Distribution Channel: Wider availability of green hydrogen pipelines in large scale plants for convenient transmission
Pipelines have been established as the conventional means of transporting gaseous substances such as natural gas. Using pipelines for green hydrogen transportation requires new infrastructure and retrofitting existing natural gas pipelines. This approach benefits from lower transportation costs per unit over long distances and continuous supply with minimal interruptions. However, in terms of capital expenditure, constructing new pipelines and retrofitting existing ones involve significant upfront investment. Cargo transportation involves shipping green hydrogen using carriers such as ships, trucks, and trains. For instance, liquid organic hydrogen carriers (LOHC) technology has emerged as an alternative to traditional compressed and liquefied hydrogen storage methods due to its lower energy requirements and reduced transport costs compared to high-pressure storage tanks. Nonetheless, cargo transportation generally has higher operating costs due to the necessity for regular refueling and maintenance.
Application: Increasing adoption of green hydrogen energy for power generation and transportation
Green hydrogen is utilized for grid balancing and storage in the power generation sector, effectively incorporating solar photovoltaic (PV) and wind, variable renewable energy technologies. It enables the decarbonization of electricity production by substituting natural gas in gas turbines or combined-cycle plants with H2-blended fuels. Green hydrogen is observed as a promising alternative fuel for numerous modes of transportation, including cars, buses, trucks, trains, ships, and even aircraft. In transportation applications, hydrogen is used in fuel cell electric vehicles (FCEVs) and hydrogen internal combustion engine vehicles (HICEVs). FCEVs running on hydrogen emit water vapor, making them zero-emission vehicles and contributing to efforts to combat air pollution and reduce the transportation sector's carbon footprint. Harnessing green hydrogen's potential can revolutionize power generation and transportation sectors toward a more sustainable future while providing low-carbon solutions contributing to climate change mitigation efforts.
Regional Insights
Europe and the Americas are witnessing an increase in development across the production of green hydrogen. In recent years, both regions have witnessed increased investments in green hydrogen production and the development of supportive clean energy policies. Advances in research and development for green hydrogen have made it more cost-effective and widely available. The European Union has been particularly proactive in adopting green hydrogen. The European Commission has identified green hydrogen as a key element of its Green Deal agenda, setting ambitious targets for using renewable energy sources and supporting businesses willing to invest in green hydrogen technology. Additionally, several European countries have developed specific strategies to produce and use this energy source, committing significant resources to promote its growth. In the Americas, countries such as Canada, Mexico, Chile, and Brazil focus on exploring the potential of green hydrogen. Canada is investing heavily in infrastructure to produce electricity from renewable sources such as solar and wind power, which can then be used with electrolysis technology to produce green hydrogen. India and China are witnessing a significant increase in the adoption of green hydrogen for manufacturing ammonia and fertilizers. Their commitment to sustainable growth drives this shift across developing countries to reduce greenhouse gas emissions in line with global climate targets. Furthermore, several notable collaborations between key industry players have been observed to capitalize on the market potential offered by green hydrogen technology. Other key partnerships are emphasized in research & development efforts and commercial-scale deployment strategies.
FPNV Positioning Matrix
The FPNV Positioning Matrix is pivotal in evaluating the Green Hydrogen Market. It offers a comprehensive assessment of vendors, examining key metrics related to Business Strategy and Product Satisfaction. This in-depth analysis empowers users to make well-informed decisions aligned with their requirements. Based on the evaluation, the vendors are then categorized into four distinct quadrants representing varying levels of success: Forefront (F), Pathfinder (P), Niche (N), or Vital (V).
Market Share Analysis
The Market Share Analysis is a comprehensive tool that provides an insightful and in-depth examination of the current state of vendors in the Green Hydrogen Market. By meticulously comparing and analyzing vendor contributions in terms of overall revenue, customer base, and other key metrics, we can offer companies a greater understanding of their performance and the challenges they face when competing for market share. Additionally, this analysis provides valuable insights into the competitive nature of the sector, including factors such as accumulation, fragmentation dominance, and amalgamation traits observed over the base year period studied. With this expanded level of detail, vendors can make more informed decisions and devise effective strategies to gain a competitive edge in the market.
Key Company Profiles
The report delves into recent significant developments in the Green Hydrogen Market, highlighting leading vendors and their innovative profiles. These include Adani Green Energy Limited, Air Liquide S.A., Air Products and Chemicals, Inc., Avaada Energy Pvt. Ltd., Ballard Power Systems Inc., Bloom Energy Corporation, Cummins Inc., CWP Global, ENAPTER s.r.l., ENGIE SA, Green Hydrogen Systems A/S, Hiringa Energy Limited, HydrogenPro ASA, Iberdrola, S.A., ITM Power PLC, Iwatani Corporation, Kawasaki Heavy Industries, Ltd., Larsen & Toubro Limited, Linde PLC, McPhy Energy S.A, Messer SE & Co. KGaA, Nel ASA, NEOM Company, Ohmium International, Inc., Plug Power Inc., PowerCell Sweden AB, Reliance Industries Limited, Saudi Arabian Oil Company, Siemens AG, Thermax Limited, Topsoe A/S, Toshiba Corporation, and Uniper SE.
Market Segmentation & Coverage
1. Market Penetration: It presents comprehensive information on the market provided by key players.
2. Market Development: It delves deep into lucrative emerging markets and analyzes the penetration across mature market segments.
3. Market Diversification: It provides detailed information on new product launches, untapped geographic regions, recent developments, and investments.
4. Competitive Assessment & Intelligence: It conducts an exhaustive assessment of market shares, strategies, products, certifications, regulatory approvals, patent landscape, and manufacturing capabilities of the leading players.
5. Product Development & Innovation: It offers intelligent insights on future technologies, R&D activities, and breakthrough product developments.
1. What is the market size and forecast of the Green Hydrogen Market?
2. Which products, segments, applications, and areas should one consider investing in over the forecast period in the Green Hydrogen Market?
3. What are the technology trends and regulatory frameworks in the Green Hydrogen Market?
4. What is the market share of the leading vendors in the Green Hydrogen Market?
5. Which modes and strategic moves are suitable for entering the Green Hydrogen Market?